Analysis of companies, products, and user strategies in the area of business intelligence. Related subjects include:
From time to time I like to do “what I’m working on” posts. From my recent blogging, you probably already know that includes:
- Hadoop (always, and please see below).
- Analytic RDBMS (ditto).
- NoSQL and NewSQL.
- Specifically, SQL-on-Hadoop
- Spark and other memory-centric technology, including streaming.
- Public policy, mainly but not only in the area of surveillance/privacy.
- General strategic advice for all sizes of tech company.
Other stuff on my mind includes but is not limited to:
1. Certain categories of buying organizations are inherently leading-edge.
- Internet companies have adopted Hadoop, NoSQL, NewSQL and all that en masse. Often, they won’t even look at things that are conventional or expensive.
- US telecom companies have been buying 1 each of every DBMS on the market since pre-relational days.
- Financial services firms — specifically algorithmic traders and broker-dealers — have been in their own technical world for decades …
- … as have national-security agencies …
- … as have pharmaceutical research departments.
Fine. But what really intrigues me is when more ordinary enterprises also put leading-edge technologies into production. I pester everybody for examples of that.
Relational DBMS used to be fairly straightforward product suites, which boiled down to:
- A big SQL interpreter.
- A bunch of administrative and operational tools.
- Some very optional add-ons, often including an application development tool.
Now, however, most RDBMS are sold as part of something bigger.
- Oracle has hugely thickened its stack, as part of an Innovator’s Solution strategy — hardware, middleware, applications, business intelligence, and more.
- IBM has moved aggressively to a bundled “appliance” strategy. Even before that, IBM DB2 long sold much better to committed IBM accounts than as a software-only offering.
- Microsoft SQL Server is part of a stack, starting with the Windows operating system.
- Sybase was an exception to this rule, with thin(ner) stacks for both Adaptive Server Enterprise and Sybase IQ. But Sybase is now owned by SAP, and increasingly integrated as a business with …
- … SAP HANA, which is closely associated with SAP’s applications.
- Teradata has always been a hardware/software vendor. The most successful of its analytic DBMS rivals, in some order, are:
- Netezza, a pure appliance vendor, now part of IBM.
- Greenplum, an appliance-mainly vendor for most (not all) of its existence, and in particular now as a part of EMC Pivotal.
- Vertica, more of a software-only vendor than the others, but now owned by and increasingly mainstreamed into hardware vendor HP.
- MySQL’s glory years were as part of the “LAMP” stack.
- Various thin-stack RDBMS that once were or could have been important market players … aren’t. Examples include Progress OpenEdge, IBM Informix, and the various strays adopted by Actian.
A remarkable number of vendors are involved in what might be called “specialized business intelligence”. Some don’t want to call it that, because they think that “BI” is old and passé’, and what they do is new and better. Still, if we define BI technology as, more or less:
- Querying data and doing simple calculations on it, and …
- … displaying it in a nice interface …
- … which also provides good capabilities for navigation,
then BI is indeed a big part of what they’re doing.
Why would vendors want to specialize their BI technology? The main reason would be to suit it for situations in which even the best general-purpose BI options aren’t good enough. The obvious scenarios are those in which the mismatch is one or both of:
- Kinds of data.
- Kinds of questions asked about the data.
For example, in no particular order: Read more
|Categories: Business intelligence, ClearStory Data, Metamarkets and Druid, PivotLink, Platfora, Splunk, StreamBase||6 Comments|
I’m a little shaky on embargo details — but I do know what was in my own quote in a Splunk press release that went out yesterday.
Splunk has been rolling out a lot of news. In particular:
- Hunk follows through on the Hadoop/Splunk (get it?) co-opetition I foreshadowed last year, including access to Hadoop via the same tools that run over the Splunk data store, plus …
- … some Datameer-like capabilities to view partial Hadoop-job results as they flow in.
- Splunk 6 has lots of new features, including a bunch of better please-don’t-call-it-BI capabilities, and …
- … a high(er)-performance data store into which you can selectively copy columns of data.
I imagine there are some operationally-oriented use cases for which Splunk instantly offers the best Hadoop business intelligence choice available. But what I really think is cool is Splunk’s schema-on-need story, wherein:
- Data comes in wholly schema-less, in a time series of text snippets.
- Some of the fields in the text snippets are indexed for faster analysis, automagically or upon user decree.
- All this can now happen over the Splunk data store or (new option) over Hadoop.
- Fields can (in another new option) also be copied to a separate data store, claimed to be of much higher performance.
That highlights a pretty serious and flexible vertical analytic stack. I like it.
|Categories: Business intelligence, Data models and architecture, Data warehousing, Hadoop, Schema on need, Splunk||2 Comments|
Glassbeam checked in recently, and they turn out to exemplify quite a few of the themes I’ve been writing about. For starters:
- Glassbeam has an analytic technology stack focused on poly-structured machine-generated data.
- Glassbeam partially organizes that data into event series …
- … in a schema that is modified as needed.
Glassbeam basics include:
- Founded in 2009.
- Based in Santa Clara. Back-end engineering in Bangalore.
- $6 million in angel money; no other VC.
- High single-digit customer count, …
- … plus another high single-digit number of end customers for an OEM offering a limited version of their product.
All Glassbeam customers except one are SaaS/cloud (Software as a Service), and even that one was only offered a subscription (as oppose to perpetual license) price.
So what does Glassbeam’s technology do? Glassbeam says it is focused on “machine data analytics,” specifically for the “Internet of Things”, which it distinguishes from IT logs.* Specifically, Glassbeam sells to manufacturers of complex devices — IT (most of its sales so far ), medical, automotive (aspirational to date), etc. — and helps them analyze “phone home” data, for both support/customer service and marketing kinds of use cases. As of a recent release, the Glassbeam stack can: Read more
Much of modern analytic technology deals with what might be called an entity-centric sequence of events. For example:
- You receive and open various emails.
- You click on and look at various web sites and pages.
- Specific elements are displayed on those pages.
- You study various products, and even buy some.
Analytic questions are asked along the lines “Which sequences of events are most productive in terms of leading to the events we really desire?”, such as product sales. Another major area is sessionization, along with data preparation tasks that boil down to arranging data into meaningful event sequences in the first place.
A number of my clients are focused on such scenarios, including WibiData, Teradata Aster (e.g. via nPath), Platfora (in the imminent Platfora 3), and others. And so I get involved in naming exercises. The term entity-centric came along a while ago, because “user-centric” is too limiting. (E.g., the data may not be about a person, but rather specifically about the actions taken on her mobile device.) Now I’m adding the term event series to cover the whole scenario, rather than the “event sequence(s)” I might appear to have been hinting at above.
I decided on “event series” earlier this week, after noting that: Read more
|Categories: Aster Data, Business intelligence, Data warehousing, EAI, EII, ETL, ELT, ETLT, Platfora, Predictive modeling and advanced analytics, Teradata, Vertica Systems, Web analytics, WibiData||11 Comments|
Teradata Aster 6 has been preannounced (beta in Q4, general release in Q1 2014). The general architectural idea is:
- There are multiple data stores, the first two of which are:
- The classic Aster relational data store.
- A file system that emulates HDFS (Hadoop Distributed File System).
- There are multiple processing “engines”, where an engine is what occupies and controls a processing thread. These start with:
- Generic analytic SQL, as Aster has had all along.
- SQL-MR, the MapReduce Aster has also had all along.
- SQL-Graph aka SQL-GR, a graph analytics system.
- The Aster parser and optimizer accept glorified SQL, and work across all the engines combined.
There’s much more, of course, but those are the essential pieces.
Just to be clear: Teradata Aster 6, aka the Teradata Aster Discovery Platform, includes HDFS compatibility, native MapReduce and ways of invoking Hadoop MapReduce on non-Aster nodes or clusters — but even so, you can’t run Hadoop MapReduce within Aster over Aster’s version of HDFS.
The most dramatic immediate additions are in the graph analytics area.* The new SQL-Graph is supported by something called BSP (Bulk Synchronous Parallel). I’ll start by observing (and some of this is confusing):
- BSP was thought of a long time ago, as a general-purpose computing model, but recently has come to the fore specifically for graph analytics. (Think Pregel and Giraph, along with Teradata Aster.)
- BSP has a kind of execution-graph metaphor, which is different from the graph data it helps analyze.
- BSP is described as being a combination hardware/software technology, but Teradata Aster and everybody else I know of implements it in software only.
- Aster long ago talked of adding a graph data store, but has given up that plan; rather, it wants you to do graph analytics on data stored in tables (or accessed through views) in the usual way.
Use cases suggested are a lot of marketing, plus anti-fraud.
*Pay no attention to Aster’s previous claims to do a good job on graph — and not only via nPath — in SQL-MR.
So far as I can infer from examples I’ve seen, the semantics of Teradata Aster SQL-Graph start:
- Ordinary SQL except in the FROM clause.
- Functions/operators that are the arguments for FROM; of course, they output tables. You can write these yourself, or use Teradata Aster’s prebuilt ones.
Within those functions, the core idea is: Read more
|Categories: Application areas, Aster Data, Business intelligence, Data models and architecture, Data warehousing, Hadoop, Parallelization, Predictive modeling and advanced analytics, RDF and graphs, Teradata||4 Comments|
In a general pontification on positioning, I wrote:
every product in a category is positioned along the same set of attributes,
and went on to suggest that summary attributes were more important than picky detailed ones. So how does that play out for investigative analytics?
First, summary attributes that matter for almost any kind of enterprise software include:
- Performance and scalability. I write about analytic performance and scalability a lot. Usually that’s in the context of analytic DBMS, but it also arises in analytic stacks such as Platfora, Metamarkets or even QlikView, and also in the challenges of making predictive modeling scale.
- Reliability, availability and security.* This is more crucial for short-request applications than analytic ones, but even your analytic systems shouldn’t leak data or crash.
- Goodness of fit with legacy systems. I hate that one, because enterprises often sacrifice way too much in favor of that benefit.
- Price. Duh.
*I picked up that phrase when — abbreviated as RAS — it was used to characterize the emphasis for Oracle 8. I like it better than a general and ambiguous concept of “enterprise-ready”.
The reason I’m writing this post, however, is to call out two summary attributes of special importance in investigative analytics — which regrettably which often conflict with each other — namely:
- Agility. People don’t want to submit requests for reports or statistical analyses; they want to get answers as soon as the questions come to mind.
- Completeness of feature set — for a particular use case, that is. There’s no such thing as an investigative analytics offering with a feature set that’s close to complete for all purposes; even SAS, IBM and other behemoths fall short.
Much of what I work on boils down to those two subjects. For example: Read more
|Categories: Aster Data, Business intelligence, Data warehousing, KXEN, Predictive modeling and advanced analytics, SAS Institute, Teradata||8 Comments|
I’ve suggested in the past, approximately, that the platform technology side of business intelligence is more significant than the user interface. That formulation, however, doesn’t exactly capture what I believe. To be more precise, let’s differentiate between a couple aspects of business intelligence UI.
It might seem that a lot of the action in business intelligence revolves around ever-better visualization. After all, Tableau is clearly identified as a visualization-centric technology; who’s hotter than Tableau? And numerous other vendors talk of “visualizations” too. But I don’t think that’s exactly right — rather, I see navigation as being a much bigger deal. And unlike most pure visualization, navigation usually depends strongly on underlying platform capabilities.
Examples of what I mean by innovative navigation — all of which have been developed or have gained prominence over the past decade or so — include:
- QlikView’s core behavior — all that associative navigation.
- QlikView’s collaboration, and every other BI collaboration capability I know of.
- ClearStory, although you won’t get to see what I mean until the launch next month.
- BI search or faceted-search UIs. (E.g. Endeca.)
- BI that is launched from operational applications.
As is the case for most important categories of technology, discussions of BI can get confused. I’ve remarked in the past that there are numerous kinds of BI, and that the very origin of the term “business intelligence” can’t even be pinned down to the nearest century. But the most fundamental confusion of all is that business intelligence technology really is two different things, which in simplest terms may be categorized as user interface (UI) and platform* technology. And so:
- The UI aspect is why BI tends to be sold to business departments; the platform aspect is why it also makes sense to sell BI to IT shops attempting to establish enterprise standards.
- The UI aspect is why it makes sense to sell and market BI much as one would applications; the platform aspect is why it makes sense to sell and market BI much as one would database technology.
- The UI aspect is why vendors want to integrate BI with transaction-processing applications; the platform aspect is, I suppose, why they have so much trouble making the integration work.
- The UI aspect is why BI is judged on … well, on snazzy UIs and demos. The platform aspect is a big reason why the snazziest UI doesn’t always win.
*I wanted to say “server” or “server-side” instead of “platform”, as I dislike the latter word. But it’s too inaccurate, for example in the case of the original Cognos PowerPlay, and also in various thin-client scenarios.
Key aspects of BI platform technology can include:
- Query and data management. That’s the area I most commonly write about, for example in the cases of Platfora, QlikView, or Metamarkets. It goes back to the 1990s — notably the Business Objects semantic layer and Cognos PowerPlay MOLAP (MultiDimensional OnLine Analytic Processing) engine — and indeed before that to the report writers and fourth-generation languages of the 1970s. This overlaps somewhat with …
- … data integration and metadata management. Business Objects, Qlik, and other BI vendors have bought data integration vendors. Arguably, there was a period when Information Builders’ main business was data connectivity and integration. And sometimes the main value proposition for a BI deal is “We need some way to get at all that data and bring it together.”
- Security and access control – authentication, authorization, and all the additional As.
- Scheduling and delivery. When 10s of 1000s of desktops are being served, these aren’t entirely trivial. Ditto when dealing with occasionally-connected mobile devices.
|Categories: Business intelligence, Business Objects, ClearStory Data, Cognos, Data warehousing, Endeca, Information Builders, Metamarkets and Druid, MOLAP, Platfora, Predictive modeling and advanced analytics, QlikTech and QlikView||11 Comments|